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WENDELL DAVID ASSOCIATES INC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WENDELL DAVID ASSOCIATES INC on MSFT, newest first. How the timeline and the estimate are built.

WENDELL DAVID ASSOCIATES INC held 131,068 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,068 shares
    Change vs previous 13F -524 shares

    5.16% of the 13F portfolio, value $48,891,000.

    13F-HR 0000878228-26-000007 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 131,592 shares
    Change vs previous 13F -1,387 shares

    5.3% of the 13F portfolio, value $48,712,000.

    13F-HR 0000878228-26-000005 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,979 shares
    Change vs previous 13F -615 shares

    6.53% of the 13F portfolio, value $64,311,000.

    13F-HR 0000878228-26-000002 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 133,594 shares
    Change vs previous 13F -202 shares

    6.83% of the 13F portfolio, value $69,195,000.

    13F-HR 0000878228-25-000017 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 133,796 shares
    Change vs previous 13F -1,240 shares

    6.69% of the 13F portfolio, value $66,552,000.

    13F-HR 0000878228-25-000012 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 135,036 shares
    Change vs previous 13F -3,800 shares

    5.06% of the 13F portfolio, value $50,691,000.

    13F-HR 0000878228-25-000006 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 138,836 shares
    Change vs previous 13F -521 shares

    5.79% of the 13F portfolio, value $58,520,000.

    13F-HR 0000878228-25-000002 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,357 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $59,965,000.

    13F-HR 0000878228-24-000011 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).